Baker Tilly Wealth Management, LLC Portfolio Holdings
Baker Tilly Wealth Management, LLC
- $542 Million
- Q1 2024
Baker Tilly Wealth Management, LLC has filed its 13F form on May 09, 2024 for Q1 2024 where it was disclosed a total value porftolio of $542 Million distributed in 414 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Snowflake Inc. with a value of $28.9M, Microsoft Corp with a value of $20.1M, Jp Morgan ETF Tr Ultra Short I with a value of $19.9M, Vanguard Index Fds S&P 500 ETF with a value of $19M, and Amazon Com Inc with a value of $14.9M.
Examining the 13F form we can see an decrease of $54.2M in the current position value, from $596M to 542M.
Below you can find more details about Baker Tilly Wealth Management, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $2 Billions to $10 Billions
Summary
- Portfolio
- No. of Stocks 414
- Current Value $542 Million
- Prior Value $596 Million
- Filing
- Period Q1 2024
- Filing Date May 09, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 18 stocks
- Additional Purchases 133 stocks
- Sold out of 0 stocks
- Reduced holdings in 244 stocks